Beneficial State Bank
Customer Care Center Specialist
Beneficial State Bank, Fresno, California, United States, 93650
Our ideal candidate : We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers and build sustainable prosperity in our communities.
Who we are : Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system - a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps
Join our team:
If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application.
TITLE:
Other
JOB CODE:
FLSA:
Non-Exempt
SALARY GRADE:
3
CATEGORY:
Full-time
UNION REPRESENTATION:
CWA 7901/9412
SCHEDULE:
LOCATION:
Monday-Friday
On-Site
SUPERVISORY ROLE Y/N:
REVISION DATE:
N
AUGUST 2025
POSITION OVERVIEW
The Customer Care Center Specialist (CCC Specialist) is responsible for providing support to customers through Phone, Email, Web banking, Chat and Video. This position responds to various inquiries and resolves complex issues; the CCC Specialist is tech savvy and a virtual problem solver. The position is also responsible for ensuring friendly, accurate, timely, and high-quality service and remains abreast of bank policies, as well as state and federal regulations with the ability to adhere to phone, video, and email standards. The CCC Specialist possess enthusiasm for service and a willingness to serve and overcome objections related to various service requests and are also adept at adding value to each customer interaction and have prior experience opening new products and services. CCC Specialists are champions in everything related to our customers. This position is a unionized position through the Communication Workers of America.
ESSENTIAL DUTIES Ensures all internal and external service level expectations and standards are met Adaptable to new technologies and open to changing customer needs Provides support to customers through multi-channel platforms: Emails, Phones, Chat and Video Positively champions requests from customers and teammates and helps foster an equitable, fun and successful customer service environment by successfully prioritizing duties, possessing a passion for listening and quickly resolving issues Communicates the banks mission and vision to our prospective and existing customers Seeks opportunities to add value to our customers by identifying and offering the right product or service to meet their needs Cross sells to existing and prospective customer through outbound sales efforts to meet department sales and growth goals May represents the Bank in the community and demonstrates support of the Bank's mission and community focus Works well independently and efficiently within a team to meet department goals in a professional manner Remains abreast of banking products and services Adheres to the department service level agreements Onboards new customers via Web Banking applications Identifies, recommends and upon approval, implements techniques and methods to improve current department/bank procedures and efficiencies Interfaces with customers, bank personnel, vendors, agencies, etc., to resolve issues Accepts inquiries and follows up with solutions in a timely manner Assists customers in navigating Web, Mobile Banking and external services Reviews reports daily to assist customers and mitigates risk and potential fraud Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities. This includes successfully taking all online compliance training as assigned within specified due dates. Onboards new products and services for consumer and commercial customers including, but not limited to, Checking, Savings, CD's and Money Markets Other
Completes mandatory compliance training in accordance with established deadlines. The position performs duties specific to the position and other functions as assigned.
ROLE COMPETENCIES
Customer support Time Management Task Management Initiative Prioritization Effective communication Attention to detail Advanced Problem[AT1] -Solving Adaptability Collaboration
ENVIRONMENT, PHYSICAL & MENTAL ACTIVITIES
The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.
The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
POSITION REQUIREMENTS
Minimum Qualifications
High School diploma or an equivalent combination of education and work experience 2+ years of Banking and customer service skills Well-developed written and communication skills and the ability to be effectively organized in a fluid environment Self-starter and worked with minimum supervision Demonstrated ability to learn new things and prioritize multiple tasks Strong knowledge of all deposit related regulatory requirements and guidelines Exercises accuracy, alertness, good judgment, initiative, courtesy, tact and patience in dealing with all levels of the organization, as well as with customers, vendors, and suppliers used by the Bank Knowledge of State and Federal banking compliance regulations and Bank Secrecy Act Strong analytical, problem solving and decision-making skills Excellent customer service skills Strong organization & time management skills Team-oriented, approachable and work well with others Possess strong oral and written communication skills Strong math and problem-solving skills Proficient in use of Microsoft Office applications. Preferred Qualifications
2 years previous call center or phone and email support experience Comprehensive knowledge of various products and services supported by the bank Management reserves the right to change this position description at any time according to business needs.
COMPENSATION
The posted pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role but may include ranges from the different geographies where this position may be based. New employees' starting pay is usually from the start of the range to approximately 25% of the max, more qualified and/or experienced employees may start near the middle of the range for their geography. We may ultimately pay more or less than this range.
Compensation for our organization is based on factors that include the role, required knowledge, skills, abilities and competencies, and candidates' relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Our pay ranges are based on national living wage indexes, such as MIT's living wage index, to enable us to pay our employees beyond what are standard practices for many employers, and also take into account geographically-specific recent compensation market survey data for each position.
BENEFITS
Beneficial State Bank's benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.
Our benefit package includes:
Medical / Dental / Vision / Basic Life / STD / LTD Vacation Days: 2-4 weeks depending on role Sick Days: 12 days per year Holidays: 11 days per year 401(K) / ROTH / FSA / HSA / EAP Education and Adoption Assistance Bank-Wide Annual Discretionary Bonus Program Production-based incentive program available for some roles. Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations Paid Sabbatical Program after 5 years of service Pet Benefits
For detailed information about our benefits, please visit http://www.beneficialstatebank.com/about-us/careers
You are welcome here at Beneficial State Bank. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, national origin, gender identity, disability or veteran status.
Who we are : Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system - a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps
Join our team:
If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application.
TITLE:
Other
JOB CODE:
FLSA:
Non-Exempt
SALARY GRADE:
3
CATEGORY:
Full-time
UNION REPRESENTATION:
CWA 7901/9412
SCHEDULE:
LOCATION:
Monday-Friday
On-Site
SUPERVISORY ROLE Y/N:
REVISION DATE:
N
AUGUST 2025
POSITION OVERVIEW
The Customer Care Center Specialist (CCC Specialist) is responsible for providing support to customers through Phone, Email, Web banking, Chat and Video. This position responds to various inquiries and resolves complex issues; the CCC Specialist is tech savvy and a virtual problem solver. The position is also responsible for ensuring friendly, accurate, timely, and high-quality service and remains abreast of bank policies, as well as state and federal regulations with the ability to adhere to phone, video, and email standards. The CCC Specialist possess enthusiasm for service and a willingness to serve and overcome objections related to various service requests and are also adept at adding value to each customer interaction and have prior experience opening new products and services. CCC Specialists are champions in everything related to our customers. This position is a unionized position through the Communication Workers of America.
ESSENTIAL DUTIES Ensures all internal and external service level expectations and standards are met Adaptable to new technologies and open to changing customer needs Provides support to customers through multi-channel platforms: Emails, Phones, Chat and Video Positively champions requests from customers and teammates and helps foster an equitable, fun and successful customer service environment by successfully prioritizing duties, possessing a passion for listening and quickly resolving issues Communicates the banks mission and vision to our prospective and existing customers Seeks opportunities to add value to our customers by identifying and offering the right product or service to meet their needs Cross sells to existing and prospective customer through outbound sales efforts to meet department sales and growth goals May represents the Bank in the community and demonstrates support of the Bank's mission and community focus Works well independently and efficiently within a team to meet department goals in a professional manner Remains abreast of banking products and services Adheres to the department service level agreements Onboards new customers via Web Banking applications Identifies, recommends and upon approval, implements techniques and methods to improve current department/bank procedures and efficiencies Interfaces with customers, bank personnel, vendors, agencies, etc., to resolve issues Accepts inquiries and follows up with solutions in a timely manner Assists customers in navigating Web, Mobile Banking and external services Reviews reports daily to assist customers and mitigates risk and potential fraud Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities. This includes successfully taking all online compliance training as assigned within specified due dates. Onboards new products and services for consumer and commercial customers including, but not limited to, Checking, Savings, CD's and Money Markets Other
Completes mandatory compliance training in accordance with established deadlines. The position performs duties specific to the position and other functions as assigned.
ROLE COMPETENCIES
Customer support Time Management Task Management Initiative Prioritization Effective communication Attention to detail Advanced Problem[AT1] -Solving Adaptability Collaboration
ENVIRONMENT, PHYSICAL & MENTAL ACTIVITIES
The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.
The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
POSITION REQUIREMENTS
Minimum Qualifications
High School diploma or an equivalent combination of education and work experience 2+ years of Banking and customer service skills Well-developed written and communication skills and the ability to be effectively organized in a fluid environment Self-starter and worked with minimum supervision Demonstrated ability to learn new things and prioritize multiple tasks Strong knowledge of all deposit related regulatory requirements and guidelines Exercises accuracy, alertness, good judgment, initiative, courtesy, tact and patience in dealing with all levels of the organization, as well as with customers, vendors, and suppliers used by the Bank Knowledge of State and Federal banking compliance regulations and Bank Secrecy Act Strong analytical, problem solving and decision-making skills Excellent customer service skills Strong organization & time management skills Team-oriented, approachable and work well with others Possess strong oral and written communication skills Strong math and problem-solving skills Proficient in use of Microsoft Office applications. Preferred Qualifications
2 years previous call center or phone and email support experience Comprehensive knowledge of various products and services supported by the bank Management reserves the right to change this position description at any time according to business needs.
COMPENSATION
The posted pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role but may include ranges from the different geographies where this position may be based. New employees' starting pay is usually from the start of the range to approximately 25% of the max, more qualified and/or experienced employees may start near the middle of the range for their geography. We may ultimately pay more or less than this range.
Compensation for our organization is based on factors that include the role, required knowledge, skills, abilities and competencies, and candidates' relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Our pay ranges are based on national living wage indexes, such as MIT's living wage index, to enable us to pay our employees beyond what are standard practices for many employers, and also take into account geographically-specific recent compensation market survey data for each position.
BENEFITS
Beneficial State Bank's benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.
Our benefit package includes:
Medical / Dental / Vision / Basic Life / STD / LTD Vacation Days: 2-4 weeks depending on role Sick Days: 12 days per year Holidays: 11 days per year 401(K) / ROTH / FSA / HSA / EAP Education and Adoption Assistance Bank-Wide Annual Discretionary Bonus Program Production-based incentive program available for some roles. Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations Paid Sabbatical Program after 5 years of service Pet Benefits
For detailed information about our benefits, please visit http://www.beneficialstatebank.com/about-us/careers
You are welcome here at Beneficial State Bank. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, national origin, gender identity, disability or veteran status.